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Invesco BulletShares 2027 Municipal Bond ETF

142 hedge funds and large institutions have $237M invested in Invesco BulletShares 2027 Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 27

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

12% more capital invested

Capital invested by funds: $211M → $237M (+$25.3M)

4% more funds holding

Funds holding: 137142 (+5)

2.08% more ownership

Funds ownership: 70.83%72.9% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
142
Holders Change
+5
Holders Change %
+3.65%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
72
Reduced
27
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.3M +$322K +13,563 +2%
LPL Financial
2
LPL Financial
California
$11.8M +$1.29M +54,274 +12%
Bank of America
3
Bank of America
North Carolina
$11M +$4.32M +181,981 +64%
Wells Fargo
4
Wells Fargo
California
$10.9M +$315K +13,287 +3%
Invesco
5
Invesco
Georgia
$9.34M +$595K +25,091 +7%
FSAG
6
Financial Solutions Advisory Group
Illinois
$8.15M +$8.18M +344,756 New
KFI
7
Key Financial Inc
Pennsylvania
$8.09M +$789K +33,267 +11%
Raymond James Financial
8
Raymond James Financial
Florida
$7.87M +$3.13M +131,828 +66%
UBS Group
9
UBS Group
Switzerland
$6.01M +$1.37M +57,834 +29%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.46M +$1.69M +71,206 +45%
HBT
11
Hills Bank & Trust
Iowa
$5.45M +$566K +23,849 +12%
SF
12
Summit Financial
New Jersey
$5.11M +$38K +1,600 +0.7%
AUB
13
Atlantic Union Bankshares
Virginia
$5.07M +$271K +11,419 +6%
NA
14
NewEdge Advisors
Louisiana
$4.82M +$494K +20,812 +11%
IWC
15
Integrated Wealth Concepts
Massachusetts
$4.65M +$578K +24,340 +14%
AWM
16
Avior Wealth Management
Nebraska
$4.32M -$206K -8,690 -5%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$4.17M +$1.78M +74,810 +74%
PWP
18
Precedent Wealth Partners
Texas
$4.07M +$333K +14,018 +9%
CVA
19
Central Valley Advisors
California
$4.01M -$349K -14,726 -8%
CCW
20
Coastline Complete Wealth
South Carolina
$3.93M +$248K +10,466 +7%
SA
21
Sanctuary Advisors
Indiana
$3.74M -$687K -28,932 -15%
MA
22
MONECO Advisors
Connecticut
$3.56M +$360K +15,169 +11%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.27M +$221K +9,301 +7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.95M +$217K +9,162 +8%
ADL
25
Asset Dedication LLC
California
$2.88M -$403K -16,976 -12%